Investments

Investing takes place when a person or institutional investor invests money with the expectation of capital appreciation, dividends, and/or interest earnings. Most forms of investing involve some degree of risk, such as investing in equities, property, and even fixed securities.

Mission Financial Advisors believes the path to financial success involves careful planning, discipline, and diversification. The following investments types are available at Mission Financial Advisors CLICK HERE FOR HOUSEHOLD MINIMUMS:

Advisory Accounts
Mutual Funds
Annuities

See Also: Annuities

Would you like to know more about the Mission Financial Advisor Investment options? You can speak directly with a Financial Advisor by contacting our Martinsburg, WV office at (304) 263-3030. Click here to view our other products & services.

DISCLOSURES:

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.